WDG
AVGO icon

Wealth Dimensions Group’s Broadcom AVGO Stock Holding History

Wealth Dimensions Group’s Portfolio AVGO Stock Details AVGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.42M Sell
6,394
-108
-2% -$43.3K 0.43% 35
2026
Q1 		$2.01M Buy
6,502
+197
+3% +$64.8K 0.4% 35
2025
Q4 		$2.18M Sell
6,305
-1,676
-21% -$599K 0.43% 34
2025
Q3 		$2.63M Sell
7,981
-11
-0.1% -$3.38K 0.54% 26
2025
Q2 		$2.2M Sell
7,992
-154
-2% -$33.4K 0.49% 30
2025
Q1 		$1.36M Buy
8,146
+951
+13% +$201K 0.33% 41
2024
Q4 		$1.67M Buy
7,195
+3,152
+78% +$583K 0.41% 35
2024
Q3 		$697K Buy
4,043
+373
+10% +$59.8K 0.18% 68
2024
Q2 		$589K Buy
3,670
+420
+13% +$58.9K 0.17% 73
2024
Q1 		$431K Sell
3,250
-90
-3% -$11.2K 0.13% 89
2023
Q4 		$373K Sell
3,340
-290
-8% -$27.5K 0.12% 95
2023
Q3 		$302K Sell
3,630
-310
-8% -$26.9K 0.11% 106
2023
Q2 		$342K Buy
3,940
+10
+0.3% +$713 0.12% 101
2023
Q1 		$252K Hold
3,930
– – 0.1% 113
2022
Q4 		$220K Buy
+3,930
New +$197K 0.09% 121
2022
Q2 		– Sell
-3,960
Closed -$249K – 128
2022
Q1 		$249K Buy
3,960
+50
+1% +$2.97K 0.12% 119
2021
Q4 		$260K Buy
+3,910
New +$220K 0.13% 112

Other funds holding AVGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wealth Dimensions Group's AVGO Position: Q2 2026 in Review

Wealth Dimensions Group reduced its Broadcom (AVGO) stake by 1.7% in Q2 2026, selling an estimated $43.3K and leaving 6,394 shares worth $2.42M. The position accounts for 0.43% of the portfolio, ranked #35.

Wealth Dimensions Group first reported a position in AVGO in Q4 2021 and has held it in 17 quarters since. The position peaked at $2.63M in Q3 2025. 4,834 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Wealth Dimensions Group held 6,394 shares of Broadcom worth $2.42M as of Q2 2026.
  • Wealth Dimensions Group sold 108 Broadcom shares in Q2 2026, an estimated $43.3K.
  • Broadcom made up 0.43% of Wealth Dimensions Group's portfolio in Q2 2026, its #35 holding.
  • Wealth Dimensions Group first reported a position in Broadcom in Q4 2021 and has held it in 17 quarters since.
  • Wealth Dimensions Group's Broadcom position peaked at $2.63M in Q3 2025.
  • 4,834 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

Based on Wealth Dimensions Group's 13F filing for Q2 2026, filed 22 Jul 2026.